How to unplug when your clients don't

07/8/2013 | Financial-Planning.com

By creating teams to care for clients and rotating weekend and evening hours among the team members, the Kulhavi Wealth Management Team in Farmington Hills, Mich., has been able to serve clients who want to reach advisers at all hours while still giving advisers time to unplug. "Everyone on the team has a partner," says Merrill Lynch adviser John Kulhavi. "When I'm out, my partner is in the office."

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